The Official Stock Market Thread

[KhalDrogo]

Would not invest in companies that think policing and censoring your thoughts is a good idea. People are finally waking up after a bad five years.

[GeechQuest]

Originally Posted by KhalDrogo

Would not invest in companies that think policing and censoring your thoughts is a good idea. People are finally waking up after a bad five years.

That was Facebook. This is Meta.

[jcardstore]

Originally Posted by GeechQuest

1095-B? Maybe? I've seen that secret code somewhere...

wait, this one is for health insurance LOL

[GeechQuest]

Originally Posted by jcardstore

wait, this one is for health insurance LOL

[eastbayak]

Damn, I knew I should've grabbed some SNAP

[k13]

How high is oil going to go?

[mattglet]

Originally Posted by k13

How high is oil going to go?

As high as the oil companies can gouge us, and then buyback their stock with our tears. It's disgusting.

https://www.barrons.com/articles/exx...gs-51643674733

[Dbacksbaseball]

Amazon is pumping. I bought some of the dip and now only down 3% on it overall in the last month.

[finfangfan]

Peloton surging 25% after hours on reports Amazon might buy it.

https://www.cnbc.com/2022/02/04/pelo...al-buyers.html

[Josh611]

Originally Posted by finfangfan

Peloton surging 25% after hours on reports Amazon might buy it.

https://www.cnbc.com/2022/02/04/pelo...al-buyers.html

Don’t really see the purpose in them buying Peloton personally.

That stock is all about AWS and advertising. For being such a large company they really aren’t making that much money. I feel like that money could be better spent focusing on their businesses that already make them money.

[JMarchand1981]

Originally Posted by Josh611

Don’t really see the purpose in them buying Peloton personally.

That stock is all about AWS and advertising. For being such a large company they really aren’t making that much money. I feel like that money could be better spent focusing on their businesses that already make them money.

Quite frankly, the retail/delivery side of the business is run almost as advertising for AWS. It keeps the name relevant to the average consumer. In terms of the stock, if it wasn't for AWS, AMZN would trade at a WMT or TGT multiple.

The only place I could see buying peloton for the exercise equipment business is like a planet fitness. It would be a hedge against their current operations and would give them a wide spectrum of usefulness to the healthy consumer. Apple/Amazon/Microsoft etc etc already have all the information of the consumer that little old Peloton would be providing them.

[carlo16]

Originally Posted by JMarchand1981

Quite frankly, the retail/delivery side of the business is run almost as advertising for AWS. It keeps the name relevant to the average consumer. In terms of the stock, if it wasn't for AWS, AMZN would trade at a WMT or TGT multiple.

The only place I could see buying peloton for the exercise equipment business is like a planet fitness. It would be a hedge against their current operations and would give them a wide spectrum of usefulness to the healthy consumer. Apple/Amazon/Microsoft etc etc already have all the information of the consumer that little old Peloton would be providing them.

The market loves a subscription base and I think people view peloton as tech that can be bundled with other services. I don’t see it. Really don’t think think they’re much more than an equipment company like nautilus.

[jcardstore]

I think this was one of those desperate attempts to bring some reprieve to the stock so some more big players can get out.

I’d be selling any bump if I were still holding this thing.

Apple rumors, Amazon rumors never made sense.

I don’t even think planet fitness would want a hardware company, doesn’t fit the model.

LULU just bought mirror so maybe? I think the most likely is that they fall into obscurity and sellout to some private equity firm and go private.

[finfangfan]

Originally Posted by jcardstore

I think this was one of those desperate attempts to bring some reprieve to the stock so some more big players can get out.

I’d be selling any bump if I were still holding this thing.

Apple rumors, Amazon rumors never made sense.

I don’t even think planet fitness would want a hardware company, doesn’t fit the model.

LULU just bought mirror so maybe? I think the most likely is that they fall into obscurity and sellout to some private equity firm and go private.

I kind of think Peloton ends up being picked up by Amazon, Apple, or Nike. I’m not sure Planet Fitness would have the $ to compete in a bidding war between those 3.

Apparently Apple is likely “aggressively involved” in bidding war. We will see how it shakes out…some investors are getting a nice dead cat bounce at least from the gossip.

https://www.cnbc.com/2022/02/07/appl...n-reports.html

[KhalDrogo]

Peloton isn’t a hardware company. It’s a subscription service that the company does a poor job with. I finally caved and got a Bike+ last month. I love it. So convenient. Well worth $40 a month. But there is so much left to be desired in the platform that a real tech company willing to throw some money at it could fix almost instantly.

[jcardstore]

Originally Posted by KhalDrogo

Peloton isn’t a hardware company. It’s a subscription service that the company does a poor job with. I finally caved and got a Bike+ last month. I love it. So convenient. Well worth $40 a month. But there is so much left to be desired in the platform that a real tech company willing to throw some money at it could fix almost instantly.

Selling bikes is their primary driver of revenue.

If you value them as just a subscription business they're worth a whole lot less

[KhalDrogo]

Originally Posted by jcardstore

Selling bikes is their primary driver of revenue.

If you value them as just a subscription business they're worth a whole lot less

For now. The base model bike is only three years worth of monthly subscription fees. You’re not replacing your bike every three years.

They are overdue for a subscription rate hike. And with better development and promotion of their platform, they can grow the user base. Now, would I invest in the company? Hell no. I’m down to five companies I move in and out of. So much easier. AAPL, AMZN, TSLA, TGT, TJX.

[jcardstore]

Originally Posted by KhalDrogo

For now. The base model bike is only three years worth of monthly subscription fees. You’re not replacing your bike every three years.

They are overdue for a subscription rate hike. And with better development and promotion of their platform, they can grow the user base. Now, would I invest in the company? Hell no. I’m down to five companies I move in and out of. So much easier. AAPL, AMZN, TSLA, TGT, TJX.

Yea, it's gonna be tough for them to really grow that sub base I think. Have to imagine a lot of demand was pulled forward

[Dbacksbaseball]

Originally Posted by KhalDrogo

For now. The base model bike is only three years worth of monthly subscription fees. You’re not replacing your bike every three years.

They are overdue for a subscription rate hike. And with better development and promotion of their platform, they can grow the user base. Now, would I invest in the company? Hell no. I’m down to five companies I move in and out of. So much easier. AAPL, AMZN, TSLA, TGT, TJX.

The thing that is weird is they struggle with their offerings outside of the bike. The Tread has got next to no push. I believe they are bringing out something soon (potentially released already) for weight lifting.

From a stock perspective that is what scares me on them.

Im over 400 rides on the bike. I love it. They also lose overall market share due to the bike price. I dont know anyone who went straight to the peleton who has failed with the peleton. But I know a ton of people who wanted to try a echelon or some other $600-700 bike who fail with that or become uninterested really quick (I assume because of content/product quality), and then understandably wont get a peleton because they dont use the $600 bike. Nothing they can really do about that, except be more cost competitive which is tough with their set up.

[Dbacksbaseball]

And on Que John Foley reassigned and Barry McCarthy in as CEO of Peloton

[Cheken]

TWLO is on fire! My WHOLE 2 shares is on fire - added a couple just so it is on my list haha

[finfangfan]

Disney stock soaring 8% after hours on upbeat earnings report (Parks revenue is doing well again). This is on top of a +3% day today.

[cash4cards]

It's been quiet in here. I added another 40 shares of Sofi last week (total 140 now) and bought a couple July 15 call options. Bank charter should be completed this month I think but outside of the news that was happening I'm not sure there will be any upward momentum until March 1 earning....fingers crossed those numbers show strong user growth.

[jcardstore]

Originally Posted by cash4cards

It's been quiet in here. I added another 40 shares of Sofi last week (total 140 now) and bought a couple July 15 call options. Bank charter should be completed this month I think but outside of the news that was happening I'm not sure there will be any upward momentum until March 1 earning....fingers crossed those numbers show strong user growth.

Bank charter already got approved

[finfangfan]

Looks like we will open up at least…

Dow futures jump more than 400 points as Russia pulls back some troops from Ukraine border

https://www.cnbc.com/2022/02/14/stoc...lose-news.html